Our primary objectives are to preserve and grow our clients' wealth.
Services include asset allocation design, strategy selection, risk
management and oversight. We are able to build a program from
scratch or consult on existing programs.
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Calamos Wealth Management is here to help create a financial plan
for you, your family or business. If you are interested in becoming
a client or have questions about Calamos Wealth Management, please
contact us.
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Wealth Strategy professionals are available to consult with clients in a wide variety of issues associated with the accumulation, preservation and transfer of family wealth. Upon a review of existing planning documents, asset holdings and income tax returns, a Wealth Strategist assists clients with the design and understanding of strategies intended to minimize taxes, protect assets, and promote family harmony. Calamos Wealth Management and its representatives do not provide accounting, tax or legal advice. Each individual's tax and financial situation is unique. In considering this material you should consult your accounting, tax and/or legal advisor for advice and information concerning your particular situation.

Calamos Wealth Mangement LLC is a federally registered investment advisor. Part 2 of Form ADV is a brochure which provides background information about the firm and its business practice. To access the brochure you can click here to download, or upon written request to: Calamos Wealth Management LLC, 2020 Calamos Court, Naperville, IL 60563-1787, Attn: Compliance Officer.